Job Description

Job Description

Job Description

Job Title: Business Banking Specialist I

Department: Montrose Retail Sales Team

Status: Non-Exempt

Salary Range: $35,275 - $47,725

Who We Are

At Timberline Bank, our people are our most valuable asset. We seek qualified employees who enjoy people, are innovative, and who are eager to learn. We, in return, provide opportunities for personal advancement and professional growth. The driving force behind our dedication to providing a "Better, Faster, Easier. -Always." experience is the Timberline Team. From the moment you enter the building, we greet you as a person, not an account number-our belief in the value of exceeding customers' high expectations is what makes Timberline Bank a bank here for our community. Our commitment has been and always will be to provide high-quality personalized customer service. With the Timberline personal touch, the level of customer support is unparalleled. We want to support you and your financial well-being, whether through your personal or commercial needs. Each customer contributes to the success of our small business. TO US, IT IS PERSONAL.

What We Value

At Timberline Bank, the core of our culture is in the following values. We believe heavily in fulfilling each one of these to the highest degree. Our culture is the foundation of who we are as a team, and as a business.

1. Exceeding Customers’ High Expectations
2. Empowering a Dedicated Team
3. Having Fun While Winning
4. Passionate About our Communities
5. Value Added Resource for our Customers (Trusted Advisor)

Position Summary

This is a full time non-exempt, non-officer position. This position requires excellent customer service skills and an ability to work well with the team. This position acts as a personal banker to the branch’s business customers and as a back-up to the Cash Management Specialist.

Essential Duties and Responsibilities

• The career progression for a Business Banking Specialist I is to move to a Business Banking Specialist II when proficient in all necessary skills and once testing and/or tenure requirements are met.
• Provide quality customer service promptly and courteously at all times.
• Determine the customers’ needs, offer solutions to meet those needs and problem solve on an ongoing basis.
• Open all deposit accounts and assist customers with queries concerning Bank services.
• Promote, possess a thorough knowledge of, and assist customers with online banking, mobile banking, debit cards, credit cards, remote deposit capture, wire transfers, merchant services and other more complex consumer solutions.
• Serve as backup on Adverse Action reports for new accounts.
• Assist in identifying, analyzing, and offering cash management products and services to established business customers and targeted prospective corporate clients.
• Assist in establishing and maintaining relationships with business and consumer customers.
• Assist with performing customer set-up and provide service maintenance on all cash management products and services for new and existing customers.
• Assist with customer service-related issues and problem solving in a timely manner.
• Provide cash management support by reviewing documentation for accuracy, tracking and monitoring exceptions.
• Perform daily morning duties including phone calls to customers regarding ACH, non-post, chargebacks, inactive/dormant accounts, red flags, and more.
• Be proficient in diagnosing and troubleshooting technical issues in person, over the phone and via email in an efficient, timely, and professional manner.
• Maintain complete confidentiality regarding sensitive customer and proprietary information.
• Perform tasks independently providing professional and knowledgeable assistance to all customers.
• Required to attend and actively participate in required New Accounts, Risk Management, and other trainings as assigned.
• Ability to meet goals for rocks as assigned by BBS III Lead/Senior Retail Banking Officer.
• Duties may be expanded on as experience and professional goals are achieved.

Required Knowledge and Expertise

• High School Diploma or GED.
• Colorado Notary.
• Knowledge of banking services and products to offer solutions to meet our customers’ needs.
• Proven people, communication, prioritization, and organizational skills.
• Team player with a strong, team-focused attitude.
• Maintain a current knowledge of all regulations, including BSA, along with demonstrating a knowledge and understanding of the Bank’s policies and procedures.
• Continuing education to maintain job knowledge.

Key Competencies/Skills

• Be Thorough: Ensure that work is completed thoroughly and correctly; prepare carefully for meetings and presentations.
• Achieve Results: Complete tasks on a timely basis and based on an understanding of the priorities.
• Establish and Maintain Personal Credibility: Consistently model behavior that is perceived as responsible, reliable, and ethical.
• Communicate Effectively: Express oneself clearly in interactions with others, both verbally and in writing. Notice, interpret, and anticipate needs and concerns. Ensure that critical information is shared with those who should be kept informed.
• Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Relationship Building: Ability to effectively build relationships with vendors, management, and staff.
• Time Management: Ability to effectively utilize available time for the completion of necessary job tasks.

**Pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules, the salary range above represents the low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Incentives based on Timberline Team goals may also be offered. In addition, Timberline Bank provides a variety of benefits to full time employees, including health insurance coverage, vision insurance, dental insurance, life and disability coverage, 401K plan, paid holidays and paid time off.

Equal Employer Opportunity Statement

Timberline Bank prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. All job requirements in the job description provided indicate the minimum level of knowledge, skills, and/or abilities deemed necessary to perform the job competently. Job descriptions are an overview of the duties, responsibilities, and requirements of the position. Employees may be required to perform other job-related assignments as requested. OUR COMPANY ADHERES TO A POLICY OF EMPLOYMENT AT-WILL, WHICH ALLOWS EITHER PARTY TO TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT CAUSE OR NOTICE.

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